I was a bit unsure about engaging a financial advisor in the beginning but Kali seems to working…read moreout really well. He is looking after my interests and also offering me insights into my other investments that have helped me make some informed decisions. He always takes time to explain the minutiae and how that may affect me. Impressed with the 5 star service so far.

Kali and I met the old fashion way. He went around the neighborhood door to door introducing…read morehimself and said if I ever had any questions he'd be happy to sit down with me. As it happens I was very unhappy with my previous advisor. So I made an appointment and he explained things in a way that made sense to me and told me things I didn't know about how the stock / bond markets work. He made smart recommendations based on my needs and vision and told me to think it over. I knew right off the bat that we were a fit. There was no pressure and he was confident enough in his skills to give you ideas and then give you the time to come to your own conclusion and do homework. Further, he was/is willing to make time for his clients and is always happy to answer as many questions as needed. I believe he is clearly looking out for his clients and wants to stay personally connected to them. Meet with Kali - you won't be disappointed.

I started working with Rick after my father in law passed away unexpectedly in August of '18. My…read morewife and I made the decision to move from San Antonio to the Austin area to be closer to her Mom and sister so that we could all grieve and heal together. At the same time, I left my corporate job and started my own business which has presented its own set of financial and marital challenges. We realized that we needed help because we were overwhelmed. Rick has been our rock. His compassion and expertise have given us clarity and peace of mind to make the right financial decisions for now and for the future. Rick's unique ability to be human and focus on wholistic advising has made all the difference. I would give Rick and Driven Wealth Management my highest recommendation. Any person or company looking for a world class financial advisor--look no further. Rick helped us take the necessary steps to create clarity and alignment between where we are today and where we want to be in the future! We are now working our plan and taking it one day at a time. Thank you Driven Wealth Management for helping us through this challenging time!

From the owner: Driven Wealth Management provides company and personal financial planning for business owners…read more 1) We offer cost effective, outsourced CFO services to help owners with their company's financial projections, cash flow analysis and business strategy. 2) We educate employers and employees on the best business retirement plan available to them and can handle investment management responsibilities as needed. 3) We help owners and their families develop financial plans that ensure they are maximizing the value of their business and protected from any blind spots. Get started by scheduling your free introductory call today!

Often the first thing that comes to mind when looking for an advisor is managing investments. Bull…read moreOak does this of course--their philosophy is logical and evidence-based. But what set Ryan, Peter, and their team apart to us was that they were clear early in our partnership that they wanted to bring value through other avenues: tax planning and efficient financial planning, just as examples. We appreciated that they accomplished this while also factoring in our goals and especially our values. We feel lucky to be with Bull Oak and highly recommend working with them.

The Bull Oak team has been great; the only regret I have is not signing on with them sooner…read more.. I love the methodical focus on minimizing costs and maximizing returns at scale, as well as the detailed approach Ryan, Peter and team take to financial planning specifically. They are patient with education about all aspects of financial planning and investment. It's valuable for novices and seasoned investors alike, as I pride myself on financial literacy, but Peter taught me a few new tricks as well! I also love how the firm uses modern planning tools to stay connected with me at all times! I highly recommend Bull Oak, and

Kirk really cares about the people he works with. He'll make sure to do what's right by you and…read morewhat makes the most sense, not what helps him. He's very trustworthy and just an all around stand up guy. I would differently recommend him for your financial needs.

From the owner: We believe the path to financial stability lies in your ability to maximize return, minimize risk,…read moreand minimize taxes. Naylor Financial Group specializes in helping clients achieve the benchmarks important to them.

Great service I love Next Gen. I will continue to use in regards to financial planning. Need more…read moreinformation, then call them and they will give you their all and more. Love it love it.

Working with Steven and the Next Gen Financial team is such a worthwhile investment. I found Steven…read moreyears back and was drawn to his approach to financial planning and his commitment to listening to me and creating a plan that fits my goals and my lifestyle. I liked that he intended to be a lifetime resource for me, as I was under 30 at the time, and I am not good with long term financial planning beyond just saving as much money as possible. Steven helps you strategize with your money and make decisions that are right for you and your situation. Having this relationship brings so much peace of mind and I can't recommend Next Gen strongly enough.

I have been part of BANC of California for as long as I can remember; my Grandma too…read more They are so welcoming, so friendly & helpful, for anything and everything you need, they are there to listen and help. You're not just walking into a Bank when you walk into BANC of California, you're walking into a community that treats you like family

From the owner: Banc of California is one of the nation's premier relationship-based business banks, providing…read morebanking and treasury management services to small-, middle-market, and venture-backed businesses. Banc of California is the third largest bank headquartered in California and offers a broad range of loan and deposit products and services. The bank also provides full-stack payment processing solutions through its subsidiary, Deepstack Technologies, and serves the Community Association Management industry nationwide with its technology-forward platform, SmartStreet™. The bank is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more.

Didn't get tax return finished in a timely manner, even though worksheet and meeting was more than…read morea month and a half ahead.. ; waited to the last minute. Didn't list expenses correctly from my worksheet.. I finally went to another tax preparer and had a totally different experience. This was from a few years ago. I hope it has improved.

Darren, Maria and Jessica are great. They have been helping me with my taxes for years. They are…read moreresponsive, knowledgeable and professional. I recommend !

I felt Jennifer really cared about my issues and went out of her way to explain and guide me throw…read moresolutions. After working with her, I was able to get a great rate on my car loan. I would definitely come back to Jennifer when I have any financial issues.

I can't express how thankful and blessed to have found Jenn…read more Out of three other consult she made me feel comfortable and gave me realistic expectations. She didn't over promised but, most definitely delivered everything like a true professional would have. Other credit consultants made me feel my credit was horrible, in desperate need, and, or either they would be able to fix my score within few months. None where as precise and straight forward like Jenn. She let me know my credit scored wasn't the best yet it wasn't the worst either. My problem wasn't much to do with collections but late payments and little hiccups on the way. Jenn is a true professional. I would say she "like an attorney" fighting with the Creditors/ bureau and finds angels to help every situation you encounter in the past. Most definitely a true fighter that is passionate about her job. It's great waking up to emails you're credit score has gone up and I have to thank Jenn for it. Not only my credit score has gone up but also my credit-card credit limits. I was also able to purchase my car at a low rate since my old car broke down. Now I can't wait to purchase my first home in the next year or so. Cheers to a brighter future!!